"I am a qualified Chartered Accountant and a Wealth Management professional. My professional journey has been an interesting one from working as a Director in corporate to building my own practice in the field of Wealth Management. When I qualified as a Chartered Accountant in 2012, the scope for CAs was increasing by leaps and bounds. Many fields which require specialization were upcoming vs practicing as CA who caters to everyone and everything. It was a difficult choice for me to make when I chose to enter the field of Wealth Management instead of an already trotted upon field like audit or tax. When I set my foot on the Wealth Management journey, the path was grossly dotted by MBAs and CFAs. However, I was passionate about Wealth Management and Personal Finance and started my journey slow and steady. My passion has helped me to cater my services to 225+ families. I am on a mission to spread financial literacy across India and impacted 1500+ people till date. I envision a time when each individual in India will have financial freedom. I practice healthy lifestyle, yoga and meditation. I also like to write educative blogs / articles on the topic of personal finance. I believe in giving back to the society and do my bit by speaking at various social events to spread financial literacy and serving as trustee and treasurer at Shree Lohana Vidyarthi Bhavan, Andheri. I am also associated with Ananda Sangha India and The Positivity Project to serve the society in small but meaningful ways."
Decoding recent SEBI announcement on Multi cap funds and its impact on you as an Investor The Securities and Exchange Board of India (SEBI) on Friday 11th Sep 2020 announced a detailed structure for multi-cap Mutual Funds. How these changes in Multi cap funds impact you as an Investor? What is the opportunity in Direct […]
Investors are lured by the high returns offered by Ponzi schemes. They are so lost in their dream wins that they do not assess the risks involved in such investments. Even the most risk averse investors get lured seeing quick and easy money making schemes.
In this Article , we have covered Importance of Insurance, Inflation, Financial planning, Goal based planning, Difference between Savings and Investments. We hope that you all are enjoying our blogs and have subscribed to it.
We see more Grasshoppers and few Smart Ants. We live in the world which believes ‘Zindgi na milegi Dobara’. We believe that savings can wait, Retirement is too far to think and so on. While we may enjoy like the Grasshopper, we must not ignore the Smart Ant. We should not ignore the bitter truth that a time will come when we wont be able work so hard.
This Fathers Day, I would like to share one of the vivid memories I have of me and my father together. I belong to Gujarat, and one of the most important festivals is Sankrant. As I was watching my father flying a kite, I said, Pappa aa manjho patang ne unchi udwa nathi detho
Today, I woke up relaxed, had steaming-hot home made breakfast, read the newspaper and went through my days schedule. No rushing up, no boarding crowded trains, not running after auto rickshaws to drop me to office. My day was planned full of things I love doing. So as I headed up for my shower and I noticed my hair had turned grey.. And then MY ALARM RANG..
Everyone has their own list of Goals such as vacations, child’s education, childs marriage, a bigger house, a holiday home, a dream car, a peaceful retirement, etc. All of these Goals, have a financial implication. To accomplish these, we either take a loan or make an investment or a combination of both.
A foreman, who was given the charge of a gang of extremely lazy labourers, asked them to dig ten feet holes near a large steel mill. The lazy workers were further agitated when they were told to dig the holes here and there. As time went by, they kept digging, and finally they dug up nine holes.
Just the other day at lunch we all colleagues were discussing about our school / college days.. and one of my seniors said they had only doordarshan on tv while juniors discussed about nickelodean, hungama and so on. Seniors were nostalgic about the Vada Pav they had in break time for Rs 5/- and juniors were boasting about burgers in Mc Donalds.
Recently, My Father in law was hospitalised and had a surgery. Strangely, all visitors asked “Do you hold a Health Insurance? Expenses are covered nah?” Listening to this I had decided that my next article had to be on Health Insurance. So in this ‘Thoughtful Thursday’ we are covering everything you want to know about […]
